Position in YMM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$224,429,345
-$14,305,140 QoQ
Shares Held
27,639,082
-3.9% QoQ
Ownership
2.64%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#7
of 246 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YMM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Davis Selected Advisers holds $295,431,868 across 4 Software - Application names. YMM ranks #1 (76.0% of the industry book) .
All Filings in YMM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,429,345 | 27,639,082 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $238,734,485 | 28,763,191 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $188,177,632 | 17,537,524 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $194,313,595 | 14,981,773 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $137,420,274 | 11,635,925 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $99,853,022 | 7,819,344 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $58,432,230 | 5,400,391 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||